SMART Modular Technologies supply chain risk
As of 2026-10-09, SMART Modular Technologies depends on 3 tracked suppliers headquartered in 2 countries (2 of them in South Korea). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Samsung Electronics and SK hynix. SMART Modular Technologies itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.
Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Samsung Electronics — leader in Integrated Device Manufacturer, South Korea
- SK hynix — leader in DRAM, South Korea
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- South Korea — 2 suppliers (67%)
- United States — 1 supplier (33%)
All 3 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Samsung Electronics | Integrated Device Manufacturer | leader | South Korea | 81/100 |
| SK hynix | DRAM | leader | South Korea | 81/100 |
| Micron Technology | DRAM | major | United States | 68/100 |
Downstream exposure
- Criticality score: 68/100
- Companies downstream of SMART Modular Technologies: 235
- Tracked market cap downstream (priced companies only): $35.94T across 146 priced companies
Frequently asked questions3
- How many suppliers does SMART Modular Technologies have?
- wafergraph tracks 3 key suppliers for SMART Modular Technologies, across 2 countries.
- Which of SMART Modular Technologies's suppliers are single-source risks?
- Samsung Electronics and SK hynix hold monopoly or leader positions in their segments, which makes them the hardest suppliers for SMART Modular Technologies to replace.
- What is SMART Modular Technologies's supply-chain criticality score?
- SMART Modular Technologies scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.
Cite as: wafergraph, “SMART Modular Technologies supply chain risk — 3 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/smart_modular (data as of 2026-10-09).
Open SMART Modular Technologies's supplier graph →
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly